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MCVT vs AGG

Miller Convertible Growth ETF vs iShares Core U.S. Aggregate Bond ETF

MCVT

Miller Convertible Growth ETF

Annual cost

Fund size

AGG

iShares Core U.S. Aggregate Bond ETF

iShares

Annual cost

0.03%

Fund size

$135.4B

Key differences

  • MCVT follows a active selection strategy; AGG uses index tracking.

Side-by-side comparison

MCVTAGG
Annual cost (TER)0.03%
Fund size (AUM)$135.4B
Since2003
Dividend yield3.95%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+5.3%
CAGR 3YN/A+3.6%
CAGR 5YN/A+0.1%
Sharpe 3YN/A0.03
Volatility 1Y3.89%
Max drawdown-2.44%-18.43%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.